Jackson Grant Investment Advisers’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Jackson Grant Investment Advisers’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85K	Buy	724 +1	+0.1%	+$111	0.03%	169
2026 Q1	$72.7K	Buy	723 +1	+0.1%	+$103	0.02%	182
2025 Q4	$70K	Buy	722 +1	+0.1%	+$96	0.02%	182
2025 Q3	$69.1K	Buy	721 +2	+0.3%	+$188	0.02%	181
2025 Q2	$65.4K	Buy	719 +1	+0.1%	+$86	0.02%	165
2025 Q1	$59.8K	Buy	718 +1	+0.1%	+$90	0.02%	166
2024 Q4	$65.2K	Buy	717 +2	+0.3%	+$188	0.03%	161
2024 Q3	$65.8K	Buy	715 +1	+0.1%	+$89	0.02%	165
2024 Q2	$62.9K	Buy	714 +1	+0.1%	+$88	0.03%	165
2024 Q1	$65K	Buy	713 +2	+0.3%	+$167	0.03%	158
2023 Q4	$56.4K	Buy	711 +2	+0.3%	+$147	0.03%	164
2023 Q3	$51.2K	Buy	709 +2	+0.3%	+$151	0.02%	162
2023 Q2	$53K	Buy	707 +2	+0.3%	+$143	0.02%	165
2023 Q1	$50.4K	Buy	705 +2	+0.3%	+$143	0.02%	184
2022 Q4	$48K	Buy	703 +2	+0.3%	+$137	0.02%	181
2022 Q3	$44K	Buy	701 +3	+0.4%	+$207	0.02%	183
2022 Q2	$44K	Buy	698 +1	+0.1%	+$70	0.02%	195
2022 Q1	$54K	Buy	697 +2	+0.3%	+$155	0.02%	189
2021 Q4	$59K	Buy	695 +1	+0.1%	+$84	0.03%	156
2021 Q3	$55K	Buy	694 +1	+0.1%	+$81	0.02%	196
2021 Q2	$56K	Buy	693 +1	+0.1%	+$80	0.02%	194
2021 Q1	$54K	Hold	692	–	–	0.02%	187
2020 Q4	$50K	Hold	692	–	–	0.03%	183
2020 Q3	$41K	Buy	692 +4	+0.6%	+$238	0.02%	157
2020 Q2	$39K	Hold	688	–	–	0.02%	154
2020 Q1	$31K	Buy	688 +4	+0.6%	+$220	0.02%	158
2019 Q4	$41K	Hold	684	–	–	0.02%	157
2019 Q3	$38K	Buy	684 +4	+0.6%	+$225	0.02%	162
2019 Q2	$39K	Hold	680	–	–	0.02%	162
2019 Q1	$37K	Buy	680 +4	+0.6%	+$211	0.02%	158
2018 Q4	$32K	Buy	676 +4	+0.6%	+$209	0.02%	161
2018 Q3	$39K	Hold	672	–	–	0.02%	158
2018 Q2	$38K	Hold	672	–	–	0.03%	164
2018 Q1	$37K	Hold	672	–	–	0.03%	161
2017 Q4	$36K	Buy	672 +4	+0.6%	+$211	0.02%	162
2017 Q3	$34K	Buy	668 +4	+0.6%	+$197	0.02%	163
2017 Q2	$33K	Hold	664	–	–	0.03%	147
2017 Q1	$32K	Hold	664	–	–	0.03%	141
2016 Q4	$30K	Buy	664 +4	+0.6%	+$176	0.03%	143
2016 Q3	$29K	Hold	660	–	–	0.02%	135
2016 Q2	$28K	Buy	660 +4	+0.6%	+$166	0.02%	133
2016 Q1	$27K	Buy	656 +4	+0.6%	+$153	0.02%	129
2015 Q4	$26K	Buy	+652	New	+$26.7K	0.02%	134

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Jackson Grant Investment Advisers's IJK Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.14% in Q2 2026, buying an estimated $111 and bringing the position to 724 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #169.

Jackson Grant Investment Advisers first reported a position in IJK in Q4 2015 and has held it in 43 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Jackson Grant Investment Advisers held 724 shares of iShares S&P Mid-Cap 400 Growth ETF worth $85K as of Q2 2026.
Jackson Grant Investment Advisers bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #169 holding.
Jackson Grant Investment Advisers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 43 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.